Category Archives: In The News

Best College Planning Strategies For The COVID Era

Thank you to the Financial Planning Association of Central Florida for the invitation to speak...

Impact 100: Making An Impact In Our Community

I’m so proud to be a supporter of Impact 100 Palm Beach County for over 8...

Lessons From My Mom

Those of you who know me well know that I am a firm believer in female...

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Mari Shares NextGen Money Tips With Claremont McKenna College Students

Thank you again to the Berger Institute at Claremont McKenna College for inviting me to...

The Key Money Lessons We Learned From COVID

The COVID pandemic has been financially devastating for many Americans, writes veteran financial journalist Kimberly...

Yes, You Can Still Build Wealth After 50

Congratulations! If you just turned 50, you’re in the final stretch toward retirement. With today’s...

Newly Married? Moving in Together? Here’s How To Handle Money As A Couple

Are you newly married or just moving in together? What’s the secret to handling money...

Mixed Progress: Women CFP® Professionals Still In The Minority

It’s a case of good news, bad news. First, the good news. Earlier this month,...

8 Great Financial Gifts For Kids

Thinking of a gift with lasting impact and value? Check out this article in U.S....

We Love To Work With Women Clients, And It Shows!

  We’re thrilled and honored to share that we’ve been singled out to receive the...